Ranked On: 28 March 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Quant Multi Asset Fund -
47.87% 24.36% 28.50% 21.08% 17.15% 49.95% 26.42% 30.04% 22.05% 17.80% % % % %
Uti Multi Asset Fund -
39.15% 18.06% 14.82% 11.18% 10.28% 40.28% 19.06% 15.77% 12.16% 11.17% % % % %
Nippon India Multi Asset… -
33.26% 17.09% % % % 34.94% 18.68% % % % % % % %
Tata Multi Asset Opportu… -
27.52% 15.64% % % % 29.48% 17.61% % % % % % % %
Sbi Multi Assest Allocat… -
28.91% 15.00% 14.83% 11.57% 11.68% 30.06% 16.03% 15.74% 12.56% 12.67% % % % %
Hdfc Multi-Asset Fund -
22.63% 13.92% 14.54% 11.46% 11.04% 24.10% 15.42% 15.91% 12.60% 12.02% % % % %
Axis Triple Advantage Fu… -
19.93% 9.75% 12.64% 11.00% 10.24% 21.19% 11.26% 14.21% 12.43% 11.59% % % % %
Motilal Oswal Multi Asse… -
13.54% 6.68% % % % 15.03% 8.04% % % % % % % %

Return Calculated On: 17 May 2024

Ratios Calculated On: 28 March 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
HDFC Multi-Asset Fund 14715.6 13407.25 53215.2 45238.61 118272.0 89724.6 179575.2 134672.75 341916.0 218520.96 429325.02
Motilal Oswal Multi Asset Fund 13624.8 12615.74 43711.2 41130.61
Quant Multi Asset Fund 17744.4 15332.45 69238.8 54612.07 210252.0 130029.84 320527.2 211169.36 584016.0 367146.48 1130022.0 705587.04
Nippon India Multi Asset Fund 15991.2 14170.88 57787.2 48765.31
SBI Multi Assest Allocation Fund 15469.2 12687.0 54745.2 46324.55 119772.0 89388.66 180818.4 132449.52 362292.0 217614.96 818100.0 437119.02
Tata Multi Asset Opportunities Fund 15302.4 13719.22 55674.0 46734.44
UTI Multi Asset Fund 16698.0 14485.1 59245.2 51148.76 119760.0 97077.12 176400.0 145555.79 319224.0 231712.08 428328.36
Axis Triple Advantage Fund 14391.6 13358.98 47584.8 42399.65 108816.0 82332.24 174392.4 128798.12 318180.0 212433.0

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
HDFC Multi-Asset Fund 14892.0 13495.08 55350.0 46163.92 125514.0 93014.1 192763.2 140984.0 373392.0 231804.0
Motilal Oswal Multi Asset Fund 13803.6 12701.63 45396.0 41938.96
Quant Multi Asset Fund 17994.0 15450.58 72741.6 56054.74 223128.0 135958.62 338822.4 221808.38 617340.0 386687.64
Nippon India Multi Asset Fund 16192.8 14271.65 60181.2 49831.24
SBI Multi Assest Allocation Fund 15607.2 12755.12 56239.2 47024.1 124602.0 91592.04 192292.8 136874.89 395616.0 228908.4
Tata Multi Asset Opportunities Fund 15537.6 13836.61 58564.8 47999.84
UTI Multi Asset Fund 16833.6 14552.54 60753.6 51850.66 124758.0 99345.54 187605.6 150382.76 345900.0 242962.92
Axis Triple Advantage Fund 14542.8 13428.38 49586.4 43222.68 116604.0 85509.96 190722.0 135833.8 359244.0 229010.88

As On: 17 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HDFC Multi-Asset Fund
0.14%
1.41%
1.62%
3.86%
13.14%
22.63%
13.92%
14.54%
11.46%
11.04%
%
Motilal Oswal Multi Asset Fund
-0.01%
0.85%
0.09%
1.04%
5.60%
13.54%
6.68%
%
%
%
%
Quant Multi Asset Fund
0.44%
2.13%
1.46%
8.34%
31.62%
47.87%
24.36%
28.50%
21.08%
17.15%
13.03%
Nippon India Multi Asset Fund
0.53%
2.32%
3.66%
7.09%
19.38%
33.26%
17.09%
%
%
%
%
SBI Multi Assest Allocation Fund
0.39%
1.75%
2.11%
%
15.84%
28.91%
15.00%
14.83%
11.57%
11.68%
10.62%
Tata Multi Asset Opportunities Fund
0.42%
1.97%
2.68%
5.06%
16.34%
27.52%
15.64%
%
%
%
%
UTI Multi Asset Fund
0.21%
1.62%
2.31%
6.72%
21.46%
39.15%
18.06%
14.82%
11.18%
10.28%
%
Axis Triple Advantage Fund
0.31%
2.09%
3.03%
6.50%
13.66%
19.93%
9.75%
12.64%
11.00%
10.24%
%

As On: 17 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HDFC Multi-Asset Fund
0.14%
1.42%
1.71%
4.14%
13.79%
24.10%
15.42%
15.91%
12.60%
12.02%
%
Motilal Oswal Multi Asset Fund
-0.01%
0.86%
0.17%
1.31%
6.18%
15.03%
8.04%
%
%
%
%
Quant Multi Asset Fund
0.45%
2.14%
1.57%
8.66%
32.47%
49.95%
26.42%
30.04%
22.05%
17.80%
%
Nippon India Multi Asset Fund
0.53%
2.33%
3.76%
7.41%
20.13%
34.94%
18.68%
%
%
%
%
SBI Multi Assest Allocation Fund
0.39%
1.76%
2.19%
%
16.38%
30.06%
16.03%
15.74%
12.56%
12.67%
%
Tata Multi Asset Opportunities Fund
0.43%
1.98%
2.80%
5.44%
17.23%
29.48%
17.61%
%
%
%
%
UTI Multi Asset Fund
0.21%
1.63%
2.38%
6.94%
21.96%
40.28%
19.06%
15.77%
12.16%
11.17%
%
Axis Triple Advantage Fund
0.31%
2.10%
3.09%
6.66%
14.15%
21.19%
11.26%
14.21%
12.43%
11.59%
%

As On: 17 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
HDFC Multi-Asset Fund
22.42%
15.41%
16.10%
13.25%
11.53%
10.78%
Motilal Oswal Multi Asset Fund
9.64%
8.84%
%
%
%
%
Quant Multi Asset Fund
55.13%
29.02%
31.52%
25.90%
21.18%
16.54%
Nippon India Multi Asset Fund
35.13%
20.73%
%
%
%
%
SBI Multi Assest Allocation Fund
10.78%
17.07%
15.94%
12.78%
11.45%
11.00%
Tata Multi Asset Opportunities Fund
27.57%
17.70%
%
%
%
%
UTI Multi Asset Fund
40.46%
24.18%
19.32%
15.42%
12.63%
10.76%
Axis Triple Advantage Fund
21.63%
10.92%
12.61%
12.00%
11.00%
%

As On: 17 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
HDFC Multi-Asset Fund
23.86%
16.83%
17.57%
14.53%
12.64%
%
Motilal Oswal Multi Asset Fund
11.01%
10.17%
%
%
%
%
Quant Multi Asset Fund
57.21%
30.97%
33.42%
27.29%
22.14%
%
Nippon India Multi Asset Fund
36.83%
22.29%
%
%
%
%
SBI Multi Assest Allocation Fund
11.86%
18.13%
16.94%
13.70%
12.40%
%
Tata Multi Asset Opportunities Fund
29.52%
19.60%
%
%
%
%
UTI Multi Asset Fund
41.62%
25.18%
20.27%
16.34%
13.52%
%
Axis Triple Advantage Fund
22.77%
12.24%
14.14%
13.49%
12.41%
%